Are you new to MatrixMaxx? Are you looking to refresh your knowledge of the basics? Use our Getting Started with MatrixMaxx Curriculum to help walk you through the fundamentals of using MatrixMaxx.
MatrixMaxx Curriculum
Introduction to MatrixMaxx
Learn how to navigate the system as well as some of the basic functionality. This includes finding and viewing Individuals and Organizations along with a basic overview of all the modules.
Customizing the Widget on Your Dashboard
Edit your dashboard by adding widget that are useful for your work. Rearrange the layout to give more space to the information you need the most.
Introduction to MeetingMaxx
Learn the basics of setting up a Meeting In MatrixMaxx. All the basics are covered, including Setting the registration dates, Registration fees, Additional Events, Additional Questions, and more. We will also cover publishing your meeting to your Web site MatrixMaxx Powered Calendar and choosing what format you meeting view is in.
Advance MeetingMaxx
Take a deeper dive into Meetings in MatrixMaxx. Meeting discount fees, coupon codes, creating badges, and creating Meeting Microsties are included. Walk through some of the reporting options, including the meeting comparison report, meeting visualizations, mapping registrations, and exporting registration data.
Communications Individual Lists Getting Started
Learn the basics of mailing lists in MatrixMaxx and setting up certain types of emailing lists using out integrated Mailman list server. Also includes basics of list troubleshooting if a message seems to have not been sent or received properly.
CRM Getting Started
Learn how to enter and manage leads for any Individual or Company in the database.
Sponsorship Getting Started
Walk through how to enter and publish Sponsorships and Opportunities. Then accept, process and export Sponsors.
FAQs
Impersonation
See what your users see without knowing their password with the impersonation function.
Refunds
How to setup and process a refund to a real-time credit card transaction.
Mailchimp Integration
Get the details of how to set-up the integration and what information gets sent to Mailchimp.
Configuration
There are lots of things in MatrixMaxx that are configurable. This helps you walk through some of them.
WordPress Single Sign-On(SSO)
Walk through connecting a Privilege Group in MatrixMaxx AMS with a Role in the WordPress CMS